ESOP Contact Center Services | Blue Ridge Associates

Tailored Support for Your Plan Participants

If you’re a plan administrator, responding to employee inquiries about your Employee Stock Ownership Plan (ESOP) can be daunting. After all, you could receive hundreds of emails and calls regarding plan policies, vesting, distributions and more.

But don’t worry! Our dedicated contact center services are designed to make it easy for you to administer your ESOP while elevating the participant experience. Your employees will love the fast, accurate and friendly service provided by the Blue Ridge contact center support team.

Contact Center Support Services

Our contact center is equipped to handle a broad spectrum of participant inquiries, ensuring that every question is addressed with precision and care. In cases where our team cannot immediately answer a query, we coordinate with your plan administrators to provide accurate responses and return calls promptly. Here’s a snapshot of the support we provide:

General ESOP Information

From explaining plan basics to addressing common concerns, our team is here to help.

Payment Inquiries

We handle questions about payment schedules and distribution dates.

Distribution Policy

We clarify the nuances of your distribution policies, so participants fully understand their options.

Vesting Questions

Our representatives can explain vesting schedules and requirements.

Participation Info Updates

We assist with updating or verifying participation details.

Balance Reviews

We can help participants review their account balances with ease.

Form Assistance

Whether online or paper, we help participants complete distribution forms correctly.

ESOPConnection™

We provide support for navigating ESOPConnection™, the online service your participants use to access their plan details.

Flexible Plans & Hours for Your Convenience

We offer two flexible contact center service plans customized to your specific needs:

Annual Service Plans

Provide year-round email and phone support to your participants with our annual support services.

Distribution Service Plans

Deliver extra support during the busy distribution window, and redirect calls to your HR team throughout the rest of the year.

Our contact center provides two schedules to choose from, so you can ensure that all participants receive assistance at a time that fits their schedules.

Standard Operating Hours

8:00 AM – 5:30 PM ET

Extended Hours

8:00 AM – 9 PM ET

Seamless Onboarding Services

Getting started with our services is quick and hassle-free. We offer a straightforward setup process and can have your contact center operations up and running in as little as two weeks.

Here’s how we make the transition smooth:

Initial Setup

We meet with you to go over specific needs and tailor our services to your ESOP.

Script Development

We develop or refine call scripts based on your ESOP’s policies, which you can review and approve.

Training & Implementation

Our team undergoes comprehensive training on your plan’s specifics, ensuring they are ready to handle calls from your participants.

Go Live

We launch the services when all teams are ready.

Recorded Calls

We record all calls for quality and ongoing training.

Ongoing Reports

We provide ongoing reports on a bi-weekly or monthly basis so you can monitor service level.

“The Blue Ridge ESOP team is very smart. They are good and clear communicators, stay on top of our needs and are very responsive. They do a great job for RJN and are highly valued”

Todd Leistner

RJN Group

Yes! We offer Multilingual Services

We can support your Spanish-speaking team members with our in-house representatives, or we can access a directory of live interpreters for all other languages.

Ready to Deliver Top-Notch ESOP Support to Your Employees?

Let’s discuss how our call center services can simplify your job as the Plan Sponsor and elevate your participant experience.

Request a Proposal

ESOP Plan Participant Support